+19.3%
IQV vs TAP
-33.0%
+52.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | +0.1% | -0.6% |
| 7D | -2.6% | -5.1% | +2.5% | -1.0% |
| 30D | +6.2% | -8.4% | +14.6% | +8.9% |
| 3M | +38.0% | -3.9% | +41.9% | +39.5% |
| 6M | +43.9% | -14.4% | +58.3% | +50.0% |
| YTD | +14.0% | -14.7% | +28.7% | +18.0% |
| 1Y | +35.5% | -18.7% | +54.2% | +42.5% |
| All | +19.3% | -33.0% | +52.4% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling